On this episode of the Business Podcast, sponsored by Bell, our guests are “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
Topics:
— Week on world markets as economic performance improves and covid outlook remains uncertain as concerns about new variants grows
— Protests against mask, vaccination and vaccine passport mandates
— Travel outlook as air carriers work to balance supply and demand
— Review of Huntington Ingalls Industries, Mercury Systems, Rheinmetall and Thales earnings
— Abrupt departure of Lockheed Martin CFO Ken Possenriede days before the company’s virtual investor day
— Analysis of Boeing’s decision to spin off its HorizonX venture capital unit and Thales’ decision to see its heritage, and historic, transportation business to Hitachi for nearly 1.7 billion euros
— Eurofighter partner nations move to major upgrade that will keep the combat jet relevant for decades that could yield future sales
— Bell’s decision to change the tail rotor design of its 360 Invictus aircraft that’s pursuing the US Army’s Future Armed Reconnaissance Aircraft contract
— Investors’ view of Senate Armed Services Committee move to boost US defense spending by $25 billion and push by Senate Republicans for $50 billion in additional defense infrastructure investment
